Number of Shares
29,367
Previous 29,361 0.02%
Holding current value
$1.28 Billion
Previous $988 Million 29.05%
% of portfolio
0.44%
Previous 0.36%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
N/A
6 Added 0.02%
29,367 $1.28 Billion
Q2 2024

Aug 09, 2024

BUY
N/A
9 Added 0.03%
29,361 $988 Million
Q1 2024

Apr 19, 2024

SELL
N/A
-56 Reduced 0.19%
29,352 $1.06 Billion
Q4 2023

Feb 01, 2024

BUY
N/A
125 Added 0.43%
29,408 $1.04 Billion
Q3 2023

Jan 09, 2024

BUY
N/A
1,309 Added 4.68%
29,283 $1.03 Billion
Q2 2023

Jan 09, 2024

BUY
N/A
6 Added 0.02%
27,974 $1.28 Billion
Q1 2023

Jan 09, 2024

BUY
N/A
6 Added 0.02%
27,968 $1.29 Billion
Q4 2022

Jan 09, 2024

BUY
N/A
582 Added 2.13%
27,962 $1.09 Billion
Q3 2022

Jan 09, 2024

BUY
N/A
8,534 Added 45.28%
27,380 $1.11 Billion
Q2 2022

Jan 09, 2024

BUY
N/A
6,441 Added 51.92%
18,846 $801 Million
Q1 2022

Jan 09, 2024

BUY
N/A
12,405 New
12,405 $936 Million
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.